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Aventura Private Wealth’s CMS Energy CMS Stock Holding History

Aventura Private Wealth’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Hold
3,766
– – 0.09% 146
2026
Q1 		$292K Hold
3,766
– – 0.11% 129
2025
Q4 		$263K Hold
3,766
– – 0.09% 136
2025
Q3 		$276K Buy
3,766
+40
+1% +$2.87K 0.1% 138
2025
Q2 		$258K Hold
3,726
– – 0.11% 127
2025
Q1 		$280K Hold
3,726
– – 0.15% 122
2024
Q4 		$248K Buy
+3,726
New +$256K 0.13% 122

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aventura Private Wealth's CMS Position: Q2 2026 in Review

Aventura Private Wealth held its CMS Energy (CMS) position steady in Q2 2026 at 3,766 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #146.

Aventura Private Wealth first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Aventura Private Wealth held 3,766 shares of CMS Energy worth $288K as of Q2 2026.
  • Aventura Private Wealth left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.09% of Aventura Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Aventura Private Wealth first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's CMS Energy position peaked at $292K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.